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27th Nov 2025 11:59Latin AmericaWeekly Monitor
  • Disinflation in Brazil is broadening across goods and services, as supply conditions remain favourable.
  • A strong BRL, cooling demand, and easing core pressures will push headline inflation lower in Q1.
  • Copom signals patience but improving data support the case for a cautious rate-cutting cycle soon.

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Keywords for: 1 December 2025 LatAm Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence